BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-30
- IRS object ID
- 201810309349100601
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-30T08:35:33-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD 7th FL | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270878154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara A Stiefel Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | c/o Berkowitz Pollack Brant | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY M MUTNIK CPA | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 3053799164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S Biscayne Blvd 7th Floor | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK SCHMOLLINGER | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3053799164 | PhoneNum |
| Signature | 2017-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Cohen CPA | PreparerPersonNm |
| PTIN | P00541985 | PTIN |
| Phone | 3053797000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.95.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 65716920180305000022 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-01-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 171264C64762048FEF86A0D9F9CA9A8376298B2E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B79618A9A73539CCCA516F56C913FF3C668A3916 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,932,978 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,373 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,373 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $658,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,006 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,496 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,173 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,926 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,926 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,555 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,770 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $889,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $889,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $910,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $899,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$853,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,816 | CashBOYAmt |
| Cash EOY | $27,139 | CashEOYAmt |
| Cash EOYFMV | $27,139 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $1,464,580 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,081,580 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,081,580 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $1,165,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $824,259 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,727,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,873,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,932,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,727,369 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,873,953 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,727,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,727,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,873,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,727,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$853,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $543 | OtherIncreasesAmt |
| Subtotal | $1,873,953 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,953 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEI SEE ATTACHMENT A | P | $229,689 | $226,739 | $3,724 | $2,950 |
| SEI SEE ATTACHMENT B | P | $428,920 | $402,003 | $27,138 | $26,917 |
| CAPITAL GAIN DIVIDENDS | P | $144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,006 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,506 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,271,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058326 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $887,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,796,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.49417 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $364,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $988,923 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.368948 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $682,763 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,202,685 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.567699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $759,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,863,443 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.407402 | DistributionYr5Rt |
| Total Distribution | 1.896545 | TotalDistributionRt |
| Average Distribution | 0.379309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,337,861 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $507,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $507,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $899,770 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $479 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $479 | SubtotalAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $479 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY M MUTNIK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053797000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BPB 200 S BISCAYNE BLVD 7TH | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Barbara A Stiefel | |||||||||
| c/o Berkowitz Pollack Brant LLP | 200 S Biscayne Blvd 7th Floor | Miami | FL | 33131 | President/Treasurer/Director | 2.5 | $0 | $0 | $0 |
| Christine E Stiefel | |||||||||
| c/o Berkowitz Pollack Brant LLP | 200 S Biscayne Blvd 7th Floor | Miami | FL | 33131 | Vice President/Director | 1.25 | $0 | $0 | $0 |
| Erik Schmollinger | |||||||||
| c/o Berkowitz Pollack Brant LLP | 200 S Biscayne Blvd 7th Floor | Miami | FL | 33131 | Secretary/Director | 1.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,091,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,358,235 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,358,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,337,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $479 | TotalTaxAmt |
| Distributable Before Adj | $66,414 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,414 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $899,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $899,770 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $479 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $899,291 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $671,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $623,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $316,716 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $809,587 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,442,546 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $899,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $66,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $833,356 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,275,902 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $671,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,604,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $623,457 | ExcessFromYear4Amt |
| Excess From Year3 | $316,716 | ExcessFromYear3Amt |
| Excess From Year2 | $809,587 | ExcessFromYear2Amt |
| Excess From Year1 | $21,035 | ExcessFromYear1Amt |
| Excess From Current Year | $833,356 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA A STIEFEL | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL FOUNDATION FOR DERMATOLOGY | |||||||||||||
| WILLIAM HOUSE 4 FITZROY SQUARE | LONDON | UK | W1T 5HQ | No Relationship | NC | USED TOWARDS THE CONSTRUCTION OF A DERMATOLOGY WARD AND BURN UNIT AT THE KILIMANJARO CHRISTIAN MEDICAL CENTER IN MOSHI, TANZANIA. {TAX EXEMPT UNDER LAWS OF UNITED KINGDOM}- See Attached Statement Pursuant to IRC 53.4945-(D)(2). | $183,500 | ||||||
| Solid' Africa | |||||||||||||
| PO Box 1053 | Kigali | RW | No Relationship | NC | GRANT WILL USED TO PROVIDE FUNDS FOR THE INSTALLATION OF A WATER FILTRATION SYSTEM AND TO HELP EDUCATE AND CREATE BEHAVIORAL CHANGES AMONG PATIENTS, CARE GIVERS AND HOSPITAL PERSONNEL IN RELATION TO CLEAN WATER IN RWANDA, AFRICA. EXPENDITURE RESPONSIBILITY UNDERTAKEN - SEE ATTACHED STATEMENT PURSUANT TO IRC 53.4945-5(D)(2) | $35,000 | Africa | ||||||
| Richard Dawkins Foundation | |||||||||||||
| No Relationship | PC | To provide Middle-school teachers across America with the knowledge, tools, and confidence they need to property teach evolution to their students. | $5,000 | 1012 14th St NW Suite 209 | Washington | DC | 20005 | ||||||
| Teach For America | |||||||||||||
| No Relationship | PC | To enlist, develop, and mobilize as many as possible of our nation's most promising future leaders to grow and strengthen the movement for educational equity and excellence. | $10,000 | 25 Broadway 12th Floor | New York | NY | 10004 | ||||||
| American Humanist Association | |||||||||||||
| No Relationship | PC | Promotes a worldview that encourages individuals to live informed and meaningful lives that aspire to the greater good. | $5,000 | 1821 Jefferson Place NW | Washington | DC | 20036 | ||||||
| Food and Water Watch | |||||||||||||
| No Relationship | PC | To protect food and water. | $1,000 | 1616 P St NW Suite 300 | Washington | DC | 20036 | ||||||
| The Sentencing Project | |||||||||||||
| No Relationship | PC | To work and change the way of thinking about crime and punishment, to fight for social justice. | $25,000 | 1705 Desales Street NW 8th Floor | Washington | DC | 20036 | ||||||
| Doctors without Borders | |||||||||||||
| No relationship | PC | To provide critical work to deliver emergency care to people caught in crises. | $1,000 | 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | ||||||
| Partners in health | |||||||||||||
| No Relationship | PC | To provide more mothers and newborns with the resources they need-from prenatal counseling to safe deliveries to postpartum care. | $1,000 | 800 Boylston Street Suite 1400 | Boston | MA | 021998190 | ||||||
| World Wildlife Fund | |||||||||||||
| No Relationship | PC | To conserve forests, climate, oceans and food. | $10,000 | 1250 24th St NW | Washington | DC | 20037 | ||||||
| Media Matters for America | |||||||||||||
| No Relationship | PC | A progressive research and information center dedicated to comprehensively monitoring, analyzing, and correcting conservative misinformation in the U.S. media. | $75,000 | PO Box 52155 | Washington | DC | 20091 | ||||||
| Natural Resources Defense Council | |||||||||||||
| No Relationship | PC | To safeguard the Earth: its people, its plants and animals and the natural systems on which all life depends. | $25,000 | 40 W 20th Street | New York | NY | 10011 | ||||||
| Catskill Mountain Keeper | |||||||||||||
| No Relationship | PC | To protect the ecological integrity of the Catskill Mountain range and the quality of life of all those who live there and to promote sustainable economic growth and the protection of natural resources essential to healthy communities. | $5,000 | PO Box 1000 | Livingston Manor | NY | 12758 | ||||||
| Fistula Foundation | |||||||||||||
| No Relationship | To support women whose lives are devastated by Obstetric fistula. | $500 | 1922 The Alameda Suite 302 | San Jose | CA | 951261430 | |||||||
| African Wildlife Foundation | |||||||||||||
| No Relationship | PC | To protect America's wildlife and wild lands. | $1,000 | 1400 Sixteenth Street NW Suite 120 | Washington | DC | 200362249 | ||||||
| Ocean Conservacy | |||||||||||||
| No RElationship | PC | Using science based solutions to protect our ocean. | $1,000 | 1300 19th Street NW 8th Floor | Washington | DC | 20036 | ||||||
| Environmental Defense Fund | |||||||||||||
| No Relationship | PC | to preserve the natural systems on which all life depends and the combination of what we protect and how we protect it. | $25,000 | 257 Park Ave S | New York | NY | 10010 | ||||||
| Brady Center to Prevent Gun Violence | |||||||||||||
| No RElationship | PC | to prevent the homicides, suicides, and unintentional shootings that happen every day as a result of gun violence by keeping guns out of the wrong hands by stopping bad apple gun dealers. | $25,000 | 840 1st Street Ste 400 | Washington | DC | 20002 | ||||||
| The Nature Conservancy | |||||||||||||
| No Relationship | PC | To conserve the lands and waters on which all life depends. | $25,000 | 4245 North Fairfax Drive | Arlington | VA | 222031606 | Suite 100 | |||||
| TechnoServe | |||||||||||||
| No Relationship | PC | To develop business solutions to poverty by linking people to information, capital and markets. | $100,000 | 1120 19th Street NW | Washington | DC | 20036 | 8th Floor | |||||
| Proteus Fund | |||||||||||||
| No Relationship | PC | To advance justice through human rights, democracy and peace. | $25,000 | 15 Research Drive Suite B | Amherst | MA | 01002 | ||||||
| ACLU | |||||||||||||
| No relationsip | PC | To defend those whose rights have been violated and to shape public policy through a strategic combination of communications, public education, and lobbying programs. | $50,000 | 4500 Biscayne Blvd | Miami | FL | 331373227 | Suite 340 | |||||
| Equal Justice Initiative | |||||||||||||
| No Relationship | PC | litigates on behalf of death row prisoners, juveniles, people wrongly convicted or charged with violent crimes, poor people denied effective legal representation, and others whose trials are marked by racial bias or prosecutorial misconduct. | $25,000 | 122 Commerce St | Montgomery | AL | 36104 | ||||||
| Marijuana Policy Project Foundation | |||||||||||||
| No relationship | PC | Marijuana policy reform. | $30,000 | PO Box 77492 | Washington | DC | 20013 | ||||||
| FAIRDISTRICTS NOW INC | |||||||||||||
| NONE | PC | FAIRDISTRICTS NOW, INC. PROVIDES SUPPORT TO FLORIDIANS WHO ACTIVELY PARTICIPATE IN THE EFFORT TO ENSURE THAT THE REDISTRICTING PROVISIONS OF THE FLORIDA CONSTITUTION ARE FULLY COMPLIED WITH AND ENFORCED. | $200,000 | 3182 MUNROE DRIVE | MIAMI | FL | 33133 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $889,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,373 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,539 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEI | StockNm |
| EOY Book Value | $765,234 | EOYBookValueAmt |
| EOYFMV | $824,259 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $297 | $297 |
| INVESTMENT MANAGEMENT FEES | $8,258 | $8,258 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENCY TRANSLATION | Desc |
| Amt | $543 | Amt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | BARBARA A STIEFEL | BorrowerPersonNm |
| Loan Original | $300,000 | LoanOriginalAmt |
| Balance Due | $1,081,580 | BalanceDueAmt |
| Note | 2014-10 | NoteDt |
| Repayment Terms | ON DEMAND | RepaymentTermsTxt |
| Loan Purpose | DEPOSIT IN TRANSIT | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,173 | Amt |
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